Heritage Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Heritage Wealth Advisors’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.2K	Hold	400	–	–	﹤0.01%	385
2025 Q4	$17.3K	Hold	400	–	–	﹤0.01%	417
2025 Q3	$19.6K	Hold	400	–	–	﹤0.01%	380
2025 Q2	$23.1K	Hold	400	–	–	﹤0.01%	360
2025 Q1	$28.2K	Hold	400	–	–	﹤0.01%	345
2024 Q4	$29.7K	Hold	400	–	–	﹤0.01%	356
2024 Q3	$38.4K	Buy	400 +150	+60%	+$14.4K	﹤0.01%	349
2024 Q2	$23.9K	Hold	250	–	–	﹤0.01%	365
2024 Q1	$25.6K	Hold	250	–	–	﹤0.01%	379
2023 Q4	$23.8K	Buy	+250	New	+$23.4K	﹤0.01%	396

Other funds holding LYB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's LYB Position: Q1 2026 in Review

Heritage Wealth Advisors held its LyondellBasell Industries (LYB) position steady in Q1 2026 at 400 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Heritage Wealth Advisors first reported a position in LYB in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.4K in Q3 2024. 925 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Heritage Wealth Advisors held 400 shares of LyondellBasell Industries worth $32.2K as of Q1 2026.
Heritage Wealth Advisors left its LyondellBasell Industries share count unchanged in Q1 2026.
LyondellBasell Industries made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #385 holding.
Heritage Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2023 and has held it in 10 quarters since.
Heritage Wealth Advisors's LyondellBasell Industries position peaked at $38.4K in Q3 2024.
925 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.